AVMNX — Advantus Dynamic Managed Volatility Fund

Data updated: 2021-01-13

AVMNX — Advantus Dynamic Managed Volatility Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Total Return Allocation · $66.90M AUM · 0.85% expense ratio. From SEC regulatory filings.

AVMNX Fund Overview

AVMNX — Advantus Dynamic Managed Volatility Fund is a US mutual fund managed by Managed Portfolio Series, categorised as Total Return Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Managed Portfolio Series
  • Category: Total Return Allocation
  • Assets under management: $66.90M
  • Ticker: AVMNX
  • SEC CIK: 0001511699
  • SEC series ID: S000051032
  • Share class ID: C000160783

AVMNX Costs and Fees

AVMNX costs about $85 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.85%
  • Gross expense ratio: 1.85%
  • Portfolio turnover: 1%
  • Brokerage commissions: 3.05 bps of average net assets (SEC N-CEN)

AVMNX Cashflows

Over the 12 months to 2020-11, Advantus Dynamic Managed Volatility Fund had net inflows of $5.04M, from monthly SEC N-PORT filings.

MonthNet flow
2020-11$174.88K
2020-10$229.71K
2020-09$543.10K
2020-08$583.92K
2020-07$805.37K
2020-06$669.37K

AVMNX Debt Constituents

No individual debt constituents are reported in Advantus Dynamic Managed Volatility Fund's latest SEC N-PORT filing.

AVMNX Prospectus and SEC Filings

Official Advantus Dynamic Managed Volatility Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Total Return Allocation funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.